Nvidia has stopped making its H200 artificial intelligence chips intended for the Chinese market, according to a Financial Times report cited by Reuters. The company has also reallocated manufacturing capacity at Taiwan Semiconductor Manufacturing Company (TSMC) away from H200 production and toward its next-generation Vera Rubin hardware, the report said.
The change signals Nvidia may not be expecting meaningful near-term H200 sales in China, even after it recently said it received U.S. government licenses to ship “small amounts” of H200 chips to customers there. Reuters said it could not immediately verify the Financial Times report, and Nvidia and TSMC did not immediately respond to requests for comment.
TSMC capacity redirected to Rubin
The Financial Times report, as described by Reuters, said Nvidia has moved scarce manufacturing capacity at TSMC away from H200 chips and toward Vera Rubin products. Reuters attributed the information to “two people with knowledge of the matter,” as cited by the Financial Times.
Other outlets carried the same core details, describing the move as a halt in production of China-bound H200 chips and a shift of TSMC capacity to Vera Rubin hardware. AAStocks similarly reported that Nvidia stopped producing H200 chips for the Chinese market and redirected TSMC capacity to Vera Rubin, citing the Financial Times.
Licenses granted, but sales still stalled
Reuters reported that Nvidia said last week it had received licenses from the U.S. government to ship “small amounts” of H200 chips to customers in China. Despite that, the production shift “suggests Nvidia does not expect any meaningful H200 sales in China in the near term,” according to the Reuters write-up.
A U.S. Commerce Department official said last month that none of Nvidia’s H200 chips had been sold to Chinese customers, Reuters reported. Reuters also reported that in January the administration of U.S. President Donald Trump gave a formal green light to China-bound sales of Nvidia’s H200 chips, but shipments remained stalled due to guardrails built into the process.
Benzinga described Nvidia’s move as a production strategy adjustment made amid uncertainty over U.S. export approvals that “continue to limit shipments of advanced AI chips to China.” Benzinga also said that recent changes to U.S. rules mean shipments to China and Macau are now reviewed on a case-by-case basis rather than being automatically denied.
What TrendForce reported on inventory and timing
TrendForce wrote that Nvidia has “reportedly halted” H200 production and, citing Reuters citing the Financial Times, said the company shifted TSMC capacity away from H200 and toward Vera Rubin hardware. TrendForce also repeated the Reuters-reported points that Nvidia said it had received licenses to ship “small amounts” of H200 chips to China, and that a U.S. Commerce Department official said last month none had been sold to customers in China.
Citing the Financial Times and a Chinese outlet, TrendForce said Wallstreetcn reported Nvidia has produced around 250,000 H200 chips so far. TrendForce said Wallstreetcn added that if only limited orders are approved, existing inventory would be enough to meet the resulting demand.
TrendForce also said Wallstreetcn added that shifting capacity could speed up delivery and rollout of Vera Rubin, and that Vera Rubin is seeing strong demand from tech giants such as OpenAI and Google. At the same time, TrendForce reported that Nvidia has not ruled out restarting H200 output, and that if policy conditions change it could reallocate or expand H200 supply-chain capacity within about three months, with existing inventory covering demand and deliveries during that period.
Why the shift matters now
The Reuters report framed Nvidia’s decision as a bet that regulatory barriers in the U.S. and China will continue to limit sales to the world’s second-largest economy. That framing helps explain why the company would redirect limited manufacturing capacity toward its next-generation platform rather than continue producing a chip whose China sales remain uncertain.
For now, the public details remain narrow: the shift was reported by the Financial Times and relayed by Reuters, while Nvidia and TSMC had not immediately commented, Reuters said. Even so, multiple publications repeating the same core points show how closely the market is watching any change in Nvidia’s China strategy and its ramp toward Vera Rubin hardware.
